Aurelion Research
Subscribe
Sign in
Home
Chat
Aurelion Index
Strategies
Company Research
Thematic Equity
Commodity
About
Latest
Top
Discussions
Follow the Money: The AI Race
We went through major hedge fund 13Fs to see what they bought and sold
Aug 21
•
Aurelion Research
33
10
4
Boston Scientific (BSX): New Position
Company meeting and why we're buying the drawdown
Aug 19
•
Aurelion Research
33
9
5
New Position: Long-Term Compounder in Surgical Robotics
Cheap valuation and best-in-class margins
Aug 12
•
Aurelion Research
21
4
New Position: A High-Conviction Bet on Copper
An undervalued copper producer at an inflection point
Aug 10
•
Aurelion Research
26
11
7
India Primer: The World's Next Growth Story
A closer look at India's economy and long-term potential.
Aug 6
•
Aurelion Research
57
22
14
July 2026
New Position: Our Favorite LATAM Bank
A scalable digital banking platform at an attractive inflection point.
Jul 30
•
Aurelion Research
21
3
Portfolio Review
A look at every holding amid Q2 earnings season and Fed uncertainty, plus our current shortlist
Jul 28
•
Aurelion Research
23
1
1
Commodity Memo: Navigating the Mining Cycle
Exploring the key trends driving gold, silver, and copper prices, from monetary uncertainty to AI infrastructure demand.
Jul 23
•
Aurelion Research
50
6
11
New Position: High Growth Industrial Compounder
Deep-dive into an emerging category leader
Jul 21
•
Aurelion Research
20
8
2
Thoughts on Markets, July 2026
Nobody Knows Anything
Jul 20
•
Aurelion Research
63
12
15
Latin America: Go Big or Go Home
Positioning into the next global capital rotation
Jul 17
•
Aurelion Research
99
2
12
New Position: Volatility Merchant
A less-known, largely uncorrelated trading company that thrives on volatility and has grown FCF at a 25% CAGR since 2017.
Jul 14
•
Aurelion Research
22
4
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
